Pensionmark Financial Group »

Western Asset Hgh Yld Dfnd shares owned by Pensionmark Financial Group

Quarter-by-quarter ownership of Western Asset Hgh Yld Dfnd (HYI) shares owned by Pensionmark Financial Group from 13F filings

Historical chart of Pensionmark Financial Group investment in Western Asset Hgh Yld Dfnd

Tip: Access up to 7 years of quarterly data

All positions including Western Asset Hgh Yld Dfnd held by Pensionmark Financial Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Western Asset Hgh Yld Dfnd by Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $116k 10k 11.16
2025-09-30 $140k 12k 11.71

More positions owned by Pensionmark Financial Group

Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Spdr Series Trust State Street Spd (SPYM)
NVIDIA Corporation (NVDA)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Alphabet Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
Meta Platforms Cl A (META)
Ishares Tr S&p 500 Grwt Etf (IVW)
Broadcom (AVGO)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Vanguard Bd Index Fds Intermed Term (BIV)

View all positions for Pensionmark Financial Group

Top funds holding Western Asset Hgh Yld Dfnd

Raymond James Financial
Guggenheim Capital, LLC Managers
Uncommon Cents Investing
Absolute Investment Advisers
Shaker Financial Services
Wolverine Asset Management
Rockefeller Capital Management
Capital Investment Advisors
Wells Fargo & Company
Quarry
Logan Stone Capital
TFB Advisors
E&G Advisors
Readystate Asset Management
Invesco

View all funds holding Western Asset Hgh Yld Dfnd